Would you like to include a link directly to the invoice in your email when you publish?
In Automation > Publishing you can add the {{INVOICE_LINK}} placeholder to the email the client and/or agent receive when the report is published. You can also use this placeholder {{INVOICE_LINK}} in the body of your Action emails as well.
✨ For more information on placeholders, check out this article that lists all of our placeholders and where you can use them!
Invoice in the Client Portal
The invoice is always available in the Client Portal in the "Documents" tab.
The placeholder to the Client Portal will automatically populate in your client confirmation Automation emails, but if you need to add it in other email templates you can. Simply use placeholder {{SIGN_AND_PAY_LINK}} to populate the "Sign & Pay" button that will take the clients to the Client Portal.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
